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How to add lead creator in the opportunity record in oracles sales cloud

in Sales 1 comment

Summary:

How to add creator of lead in opportunity?

Consider a scenario where one user creates a lead and assigns this to another user and subsequently the assigned user converts the lead to opportunity. In this case, in the opportunity record, the lead creator will not be present. The lead creator cannot know the final status of the lead which he has created, from CX UI (from workspace or lead list). If the opportunity creator and lead creator is different, the lead creator should also be able to view the opportunity.


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